True North Advisors, LLC Incresed Positions in Q1 2025

True North Advisors, LLC

  • $557 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
20K
+ 39.08%
$105.44 - $118.93 $2.11M - $2.38M
71.1K $8.46M
GE
General Electric CO

Industrials
157
+ 0.64%
$168.59 - $212.13 $26.5K - $33.3K
24.7K $4.94M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.4K
+ 41.01%
$56.17 - $59.71 $584K - $621K
35.8K $2.04M
KMX
Carmax Inc

Consumer Cyclical
8.12K
+ 16.68%
$69.25 - $89.19 $562K - $724K
56.8K $4.42M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7.97K
+ 29.23%
$44.68 - $46.49 $356K - $371K
35.3K $1.63M
CVX
Chevron Corp

Energy
340
+ 2.8%
$146.71 - $167.97 $49.9K - $57.1K
12.5K $2.09M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.89K
+ 67.65%
$79.17 - $82.04 $308K - $319K
9.64K $788K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.77K
+ 59.5%
$168.16 - $186.21 $298K - $330K
4.75K $810K
VEA
Vanguard Ftse Developed Market

ETFs
4.63K
+ 34.97%
$47.4 - $52.99 $220K - $246K
17.9K $909K
RTX
Raytheon Technologies Corp

Industrials
827
+ 18.95%
$114.1 - $135.66 $94.4K - $112K
5.19K $687K
VO
Vanguard Mid Cap ETF

ETFs
641
+ 30.44%
$251.87 - $277.95 $161K - $178K
2.75K $710K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.83K
+ 26.98%
$42.5 - $46.71 $120K - $132K
13.3K $601K
VLO
Valero Energy Corp

Energy
764
+ 25.95%
$121.76 - $142.99 $93K - $109K
3.71K $489K
AMGN
Amgen Inc

Healthcare
237
+ 23.05%
$258.59 - $327.36 $61.3K - $77.6K
1.27K $394K
MLM
Martin Marietta Materials Inc

Basic Materials
621
+ 13.1%
$460.39 - $552.64 $286K - $343K
5.36K $2.56M
MELI
Mercadolibre Inc

Consumer Cyclical
20
+ 7.02%
$1739.0 - $2260.0 $34.8K - $45.2K
305 $595K
KO
Coca Cola CO

Consumer Defensive
99
+ 1.15%
$60.81 - $72.32 $6.02K - $7.16K
8.67K $621K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
580
+ 30.13%
$126.11 - $135.06 $73.1K - $78.3K
2.51K $323K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
516
+ 2.15%
$17.15 - $21.07 $8.85K - $10.9K
24.5K $490K
ASML
Asml Holding Nv

Technology
147
+ 15.17%
$662.63 - $776.99 $97.4K - $114K
1.12K $739K
SLB
Schlumberger Limited

Energy
631
+ 5.45%
$38.4 - $43.74 $24.2K - $27.6K
12.2K $510K
PG
Procter & Gamble CO

Consumer Defensive
274
+ 4.36%
$158.56 - $176.26 $43.4K - $48.3K
6.56K $1.12M
ALLY
Ally Financial Inc.

Financial Services
1.47K
+ 13.07%
$32.99 - $40.09 $48.3K - $58.7K
12.7K $462K
TMUS
T Mobile Us, Inc.

Communication Services
3
+ 0.24%
$211.3 - $272.83 $634 - $818
1.23K $328K
PGR
Progressive Corp

Financial Services
41
+ 4.04%
$235.61 - $291.22 $9.66K - $11.9K
1.06K $298K
CSCO
Cisco Systems, Inc.

Technology
670
+ 15.94%
$58.74 - $64.87 $39.4K - $43.5K
4.87K $300K
SBUX
Starbucks Corp

Consumer Cyclical
132
+ 2.63%
$91.75 - $115.81 $12.1K - $15.3K
5.15K $504K
MMM
3 M CO

Industrials
8
+ 0.33%
$129.7 - $155.12 $1.04K - $1.24K
2.47K $362K
PFE
Pfizer Inc

Healthcare
4.27K
+ 8.11%
$25.01 - $27.13 $107K - $116K
56.9K $1.44M
MCD
Mcdonalds Corp

Consumer Cyclical
41
+ 3.59%
$279.74 - $321.29 $11.5K - $13.2K
1.18K $369K
HMC
Honda Motor CO LTD

Consumer Cyclical
1.84K
+ 19.21%
$26.9 - $30.41 $49.6K - $56K
11.4K $310K
VTV
Vanguard Value ETF

ETFs
172
+ 11.71%
$167.73 - $179.21 $28.8K - $30.8K
1.64K $283K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1
+ 0.01%
$58.01 - $64.46 $58 - $64.5
10K $622K
UNP
Union Pacific Corp

Industrials
40
+ 1.58%
$225.21 - $254.42 $9.01K - $10.2K
2.58K $608K
CL
Colgate Palmolive CO

Consumer Defensive
27
+ 0.39%
$85.68 - $97.5 $2.31K - $2.63K
6.91K $647K
TJX
Tjx Companies Inc

Consumer Cyclical
128
+ 3.14%
$112.81 - $126.16 $14.4K - $16.1K
4.2K $511K
RMD
Resmed Inc

Healthcare
80
+ 7.11%
$219.7 - $257.65 $17.6K - $20.6K
1.21K $269K
TMO
Thermo Fisher Scientific Inc.

Healthcare
51
+ 8.17%
$497.6 - $606.74 $25.4K - $30.9K
675 $335K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
26
+ 0.48%
$110.75 - $119.78 $2.88K - $3.11K
5.43K $627K
AMAT
Applied Materials Inc

Technology
203
+ 15.3%
$145.06 - $195.51 $29.4K - $39.7K
1.53K $222K
AXP
American Express CO

Financial Services
155
+ 11.99%
$255.39 - $325.87 $39.6K - $50.5K
1.45K $389K
VIG
Vanguard Dividend Appreciation

ETFs
31
+ 2.64%
N/A
1.21K $219K
PANW
Palo Alto Networks Inc

Technology
226
+ 7.43%
$167.82 - $208.28 $37.9K - $47.1K
3.27K $557K
Ge Vernova Inc
38
+ 0.64%
N/A
5.96K $0
Ge Healthcare Technologies I
51
+ 0.75%
N/A
6.82K $0
Bioharvest Sciences Inc
3.12K
+ 7.56%
N/A
44.4K $0
VUG
Vanguard Growth ETF

ETFs
47
+ 9.46%
$369.1 - $427.61 $17.3K - $20.1K
544 $201K
TGT
Target Corp

Consumer Defensive
880
+ 28.28%
$103.65 - $142.5 $91.2K - $125K
3.99K $416K
ADI
Analog Devices Inc

Technology
76
+ 3.5%
$201.56 - $243.82 $15.3K - $18.5K
2.25K $453K
Activity Summary
Buys All Purchases 130 New Holdings 68 Increased Positions 62 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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